Associate

RBC; St. Catharines; On-site; CAD 37,000 - 50,000; Full time

Job summary

A leading investment firm in St. Catharines seeks an Associate to enhance client service and support Investment Advisors. Responsibilities include managing client inquiries, executing trades, and maintaining records. Ideal candidates will possess CSA/CPH certifications or be willing to complete them, along with strong Microsoft Office skills. The role emphasizes attention to detail and exceptional client service, with competitive compensation and opportunities for professional growth.

Benefits

Opportunity for professional development

Variety of assignments

Support for flexible work arrangements

Qualifications

• Completion or willingness to complete CSC and CPH in 12 months.
• Meticulous attention to detail and time management skills.
• Exceptional verbal and written communication skills in English.

Responsibilities

• Responsible for servicing incoming telephone and email contacts.
• Support the Investment Advisor with administrative duties.
• Execute client trades adhering to regulations.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch in St.Catharines, ON is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Support the Investment Advisor in general administrative duties in the management of client accounts and in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Accurately execute client trades ensuring the adherence to industry and company regulations
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis
• Manage the superior client service experience
• Organize and execute client events

What do you need to succeed?

Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) completion OR willing to complete in 12 months.
• Strong Microsoft Office Suite skills
• Meticulous attention to detail and excellent time management skills
• Demonstrated skills in providing world‑class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication skills in English
• Some marketing and training experience

Nice-to-have

• Previous banking or office work environment experience
• CSC, CPH

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Variety of assignments
• A strong and diverse team
• Financial strength and strong brand
• Opportunity to learn and further develop skills in a developed and growing Wealth Management practice.

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager. RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

Job Skills

• Account Management
• Customer Success
• Decision Making
• Financial Regulation
• Group Problem Solving
• Interpersonal Relationships
• Investment Risk Management

Additional Job Details

Address: 63 CHURCH ST:ST. CATHARINES

City: St. Catharines

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-17

Application Deadline: 2026-01-02

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is: $37,500.00 - $50,000.00

This position includes competitive‑based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 1.0x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging, and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.